Question 1

What is the marketing readiness scorecard template for?

Accepted Answer

Scorecards are one of the best lead magnets for consultants: people love a score, and the answers show exactly where they need help. High-need scores go straight to a booking link.

Question 2

What does the marketing readiness scorecard template ask?

Accepted Answer

7 questions: Do you have a written marketing plan? Do you know which channel brings your customers? How many leads do you get a month? How fast do you follow up on a new lead? What's your first name? Where should we send your score? Which company are you with?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 50 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 25 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Marketing readiness scorecard template

How ready is your marketing to grow?